Creating Views from Advanced Find

Views:

Use Advanced Find not only to located certain records but also to create custom views for your contact records.
For example, this week we are targeting companies in the Food and drink industry with annual revenues over £5 million and SIC codes of "15.8**" where * is a wildcard character.

I created a view in Leads by going to Advanced Find and searching for:

Leads with:

• Annual revenue Greater than 5,000,000

and with

• SIC Codes that Contain "15.8"

On retrieving the records I saved the search criteria as a custom view. This view is now available under my list of views when I look at Leads.